Brookfield Renewable Partners L.P.(BEP)

$34.62▲0.25 (0.73%)

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Brookfield Renewable Partners L.P.(BEP)

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$34.62▲0.25 (0.73%)

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BEP(BEP)

BEP

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Institutional Ownership

Top 350 Institutional Holders

Holder	Shares	Date	Change	% Held
BROOKFIELD Corp /ON/	81.31M	Mar 31, 26	--	26.57%
ROYAL BANK OF CANADA	17.59M	Mar 31, 26	-148.52K	5.75%
PRINCIPAL FINANCIAL GROUP INC	8.77M	Mar 31, 26	-1.54M	2.87%
BANK OF MONTREAL /CAN/	8.72M	Mar 31, 26	+325.88K	2.85%
FIL Ltd	8.12M	Mar 31, 26	-857.28K	2.65%
MORGAN STANLEY	4.60M	Mar 31, 26	+567.65K	1.50%
Connor, Clark & Lunn Investment Management Ltd.	4.29M	Mar 31, 26	+1.55M	1.40%
STATE OF WISCONSIN INVESTMENT BOARD	4.22M	Mar 31, 26	-646.80K	1.38%
CIBC Asset Management Inc	3.89M	Mar 31, 26	-673.07K	1.27%
TD ASSET MANAGEMENT INC	2.90M	Mar 31, 26	+206.42K	0.95%
SCOTIA CAPITAL INC.	2.88M	Mar 31, 26	+48.97K	0.94%
NATIONAL BANK OF CANADA /FI/	2.75M	Mar 31, 26	-135.39K	0.90%
CIBC WORLD MARKET INC.	2.72M	Mar 31, 26	-265.81K	0.89%
AMERIPRISE FINANCIAL INC	1.89M	Mar 31, 26	+41.81K	0.62%
PICTON MAHONEY ASSET MANAGEMENT	1.88M	Mar 31, 26	+199.50K	0.61%
TORONTO DOMINION BANK	1.41M	Mar 31, 26	-536.66K	0.46%
JPMORGAN CHASE & CO	1.39M	Mar 31, 26	+1.15M	0.46%
BANK OF NOVA SCOTIA	1.15M	Mar 31, 26	+114.13K	0.38%
AGF MANAGEMENT LTD	1.08M	Mar 31, 26	+143.46K	0.35%
Invesco Ltd.	1.07M	Mar 31, 26	-337.91K	0.35%
TD Waterhouse Canada Inc.	1.05M	Mar 31, 26	+219.03K	0.34%
GOLDMAN SACHS GROUP INC	1.04M	Mar 31, 26	-152.42K	0.34%
Liontrust Investment Partners LLP	786.25K	Mar 31, 26	--	0.26%
INTACT INVESTMENT MANAGEMENT INC.	783.15K	Mar 31, 26	-373.44K	0.26%
BOWEN HANES & CO INC	780.71K	Mar 31, 26	--	0.26%
CITIGROUP INC	778.14K	Mar 31, 26	-3.29K	0.25%
Clearbridge Investments, LLC	699.26K	Mar 31, 26	-6.98K	0.23%
Federation des caisses Desjardins du Quebec	646.85K	Mar 31, 26	-88.27K	0.21%
FIRST TRUST ADVISORS LP	646.52K	Mar 31, 26	-49.73K	0.21%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	602.42K	Mar 31, 26	-513.33K	0.20%
LINCLUDEN MANAGEMENT LTD	572.39K	Mar 31, 26	-2.89K	0.19%
Rockefeller Capital Management L.P.	510.44K	Mar 31, 26	-717	0.17%
Waratah Capital Advisors Ltd.	488.00K	Mar 31, 26	+488.00K	0.16%
COMMERCE BANK	468.57K	Mar 31, 26	--	0.15%
Point72 Asset Management, L.P.	454.65K	Mar 31, 26	-347.46K	0.15%
UBS Group AG	445.56K	Mar 31, 26	+301.12K	0.15%
Alberta Investment Management Corp	445.25K	Mar 31, 26	+135.15K	0.15%
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	441.17K	Mar 31, 26	+319.34K	0.14%
Advisors Capital Management, LLC	411.82K	Mar 31, 26	+1.89K	0.13%
Beutel, Goodman & Co Ltd.	344.30K	Mar 31, 26	-5.11K	0.11%
DAVENPORT & Co LLC	343.55K	Mar 31, 26	-250	0.11%
EAGLE GLOBAL ADVISORS LLC	290.40K	Mar 31, 26	+290.40K	0.09%
Rempart Asset Management Inc.	270.51K	Mar 31, 26	-6.25K	0.09%
FIRST MANHATTAN CO. LLC.	255.16K	Mar 31, 26	-25.27K	0.08%
NewGen Asset Management Ltd	239.50K	Mar 31, 26	--	0.08%
Northwest & Ethical Investments L.P.	235.44K	Mar 31, 26	+10.60K	0.08%
SIG North Trading, ULC	218.65K	Mar 31, 26	-37.78K	0.07%
Foresight Group Ltd Liability Partnership	213.21K	Mar 31, 26	+213.21K	0.07%
Sequoia Financial Advisors, LLC	198.55K	Mar 31, 26	-2.69K	0.06%
Worm Capital, LLC	172.17K	Mar 31, 26	+172.17K	0.06%
PCJ Investment Counsel Ltd.	170.58K	Mar 31, 26	+170.58K	0.06%
WHITEBOX ADVISORS LLC	170.00K	Mar 31, 26	--	0.06%
CREDIT INDUSTRIEL ET COMMERCIAL	165.53K	Mar 31, 26	-250.56K	0.05%
Northern Right Capital Management, L.P.	159.44K	Mar 31, 26	-2.96K	0.05%
RAYMOND JAMES FINANCIAL INC	139.70K	Mar 31, 26	+14.28K	0.05%
DAVIS-REA LTD.	138.82K	Mar 31, 26	-3.77K	0.05%
WALNUT PRIVATE EQUITY PARTNERS, LLC	131.80K	Mar 31, 26	--	0.04%
K2 PRINCIPAL FUND, L.P.	125.80K	Mar 31, 26	-4.10K	0.04%
JANE STREET GROUP, LLC	121.58K	Mar 31, 26	+29.44K	0.04%
Tacita Capital Inc	113.88K	Mar 31, 26	-5.22K	0.04%
Gold Investment Management Ltd.	104.79K	Mar 31, 26	+2.84K	0.03%
EPIQ PARTNERS, LLC	92.46K	Mar 31, 26	-2.75K	0.03%
1832 Asset Management L.P.	88.63K	Mar 31, 26	-5.12K	0.03%
Cetera Investment Advisers	79.96K	Mar 31, 26	-2.83K	0.03%
BROWN ADVISORY INC	79.91K	Mar 31, 26	+7.43K	0.03%
MAI Capital Management	78.11K	Mar 31, 26	+8.20K	0.03%
Edgemoor Investment Advisors, Inc.	77.11K	Mar 31, 26	+18.37K	0.03%
NINE MASTS CAPITAL Ltd	72.92K	Mar 31, 26	+72.92K	0.02%
SCS Capital Management LLC	72.75K	Mar 31, 26	+1.02K	0.02%
Fort Sheridan Advisors LLC	68.43K	Mar 31, 26	+9	0.02%
MACKENZIE FINANCIAL CORP	67.76K	Mar 31, 26	+19.40K	0.02%
WELLS FARGO & COMPANY/MN	65.93K	Mar 31, 26	+1.64K	0.02%
SFE Investment Counsel	65.84K	Mar 31, 26	-200	0.02%
Sanctuary Advisors, LLC	65.22K	Mar 31, 26	+1.49K	0.02%
LPL Financial LLC	63.27K	Mar 31, 26	+459	0.02%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	60.19K	Mar 31, 26	+14.79K	0.02%
NEXPOINT ASSET MANAGEMENT, L.P.	57.51K	Mar 31, 26	--	0.02%
CITADEL ADVISORS LLC	53.85K	Mar 31, 26	-377.04K	0.02%
PFG Investments, LLC	52.63K	Mar 31, 26	-93	0.02%
Texas Yale Capital Corp.	49.35K	Mar 31, 26	--	0.02%
XTX Topco Ltd	49.10K	Mar 31, 26	+9.32K	0.02%
NORTHERN TRUST CORP	48.23K	Mar 31, 26	+1.90K	0.02%
Neuberger Berman Group LLC	47.88K	Mar 31, 26	-23.21K	0.02%
EXCHANGE TRADED CONCEPTS, LLC	42.85K	Mar 31, 26	+42.85K	0.01%
HighTower Advisors, LLC	41.89K	Mar 31, 26	+317	0.01%
Cambridge Investment Research Advisors, Inc.	39.05K	Mar 31, 26	+4.29K	0.01%
Oak Grove Capital LLC	38.50K	Mar 31, 26	+38.50K	0.01%
HB Wealth Management, LLC	37.98K	Mar 31, 26	--	0.01%
STIFEL FINANCIAL CORP	35.91K	Mar 31, 26	-300	0.01%
NATURAL INVESTMENTS, LLC	34.78K	Mar 31, 26	-993	0.01%
U.S. Capital Wealth Advisors, LLC	34.57K	Mar 31, 26	+4.97K	0.01%
Investment Management Corp of Ontario	32.65K	Mar 31, 26	+4.50K	0.01%
PenderFund Capital Management Ltd.	30.00K	Mar 31, 26	--	0.01%
EVERETT HARRIS & CO /CA/	30.00K	Mar 31, 26	--	0.01%
Evelyn Partners Investment Management LLP	29.90K	Mar 31, 26	--	0.01%
HRT FINANCIAL LP	29.49K	Mar 31, 26	-17.61K	0.01%
ADVISOR GROUP HOLDINGS, INC.	27.49K	Mar 31, 26	-343	0.01%
Cardinal Point Capital Management, ULC	27.07K	Mar 31, 26	+1.50K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	26.39K	Mar 31, 26	+26.39K	0.01%
Diversify Advisory Services, LLC	26.32K	Mar 31, 26	-729	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	25.31K	Mar 31, 26	-411	0.01%
Walter Public Investments Inc.	23.00K	Mar 31, 26	+2.00K	0.01%
CAPTRUST FINANCIAL ADVISORS	22.97K	Mar 31, 26	-210	0.01%
VAN ECK ASSOCIATES CORP	22.55K	Mar 31, 26	+363	0.01%
Sage Investment Counsel LLC	21.93K	Mar 31, 26	--	0.01%
Baldwin Investment Management, LLC	21.46K	Mar 31, 26	--	0.01%
Pathstone Holdings, LLC	21.12K	Mar 31, 26	--	0.01%
Silver Lake Advisory, LLC	20.18K	Mar 31, 26	--	0.01%
Abel Hall, LLC	20.00K	Mar 31, 26	--	0.01%
Tower Research Capital LLC (TRC)	18.63K	Mar 31, 26	+10.84K	0.01%
BLAIR WILLIAM & CO/IL	17.96K	Mar 31, 26	-692	0.01%
NATIXIS	17.80K	Mar 31, 26	-310	0.01%
Mariner, LLC	17.44K	Mar 31, 26	+1.04K	0.01%
Private Advisor Group, LLC	17.38K	Mar 31, 26	-304	0.01%
Apollon Wealth Management, LLC	17.27K	Mar 31, 26	+209	0.01%
PUBLIC SECTOR PENSION INVESTMENT BOARD	14.13K	Mar 31, 26	+796	0.00%
Tyche Wealth Partners LLC	13.45K	Mar 31, 26	--	0.00%
WealthTrust Axiom LLC	13.43K	Mar 31, 26	--	0.00%
INSIGNEO ADVISORY SERVICES, LLC	12.78K	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	12.68K	Mar 31, 26	-158	0.00%
BEACON INVESTMENT ADVISORS LLC	12.16K	Mar 31, 26	+102	0.00%
Pacifica Partners Inc.	12.10K	Mar 31, 26	--	0.00%
SeaCrest Wealth Management, LLC	11.62K	Mar 31, 26	-1.90K	0.00%
GUARDIAN CAPITAL LP	11.57K	Mar 31, 26	--	0.00%
Burford Brothers, Inc.	11.47K	Mar 31, 26	--	0.00%
Stratos Wealth Partners, LTD.	10.91K	Mar 31, 26	-135	0.00%
Fiera Capital Corp	10.65K	Mar 31, 26	-6.19K	0.00%
Waterfront Wealth Inc.	10.64K	Mar 31, 26	--	0.00%
Aviso Financial Inc.	10.37K	Mar 31, 26	+1.74K	0.00%
American Trust Investment Advisors, LLC	10.22K	Mar 31, 26	--	0.00%
Cresset Asset Management, LLC	10.03K	Mar 31, 26	+600	0.00%
S&CO INC	10.00K	Mar 31, 26	--	0.00%
Sowell Financial Services LLC	9.60K	Mar 31, 26	--	0.00%
ZEVIN ASSET MANAGEMENT LLC	9.48K	Mar 31, 26	--	0.00%
GEODE CAPITAL MANAGEMENT, LLC	9.45K	Mar 31, 26	-581	0.00%
Advisory Services Network, LLC	9.40K	Mar 31, 26	+100	0.00%
SALEM INVESTMENT COUNSELORS INC	9.26K	Mar 31, 26	--	0.00%
KEYBANK NATIONAL ASSOCIATION/OH	9.12K	Mar 31, 26	-271	0.00%
Clearstead Trust, LLC	8.87K	Mar 31, 26	--	0.00%
Spears Abacus Advisors LLC	8.81K	Mar 31, 26	+8.81K	0.00%
ASPIRIANT, LLC	8.56K	Mar 31, 26	--	0.00%
MIROVA	8.50K	Mar 31, 26	+8.50K	0.00%
ENVESTNET ASSET MANAGEMENT INC	8.48K	Mar 31, 26	+8.48K	0.00%
Kestra Advisory Services, LLC	8.47K	Mar 31, 26	+146	0.00%
BESSEMER GROUP INC	8.41K	Mar 31, 26	-381	0.00%
Warren Street Wealth Advisors, LLC	8.36K	Mar 31, 26	--	0.00%
Scissortail Wealth Management, LLC	8.00K	Mar 31, 26	+8.00K	0.00%
FRANKLIN RESOURCES INC	7.92K	Mar 31, 26	--	0.00%
BANK OF NOVA SCOTIA TRUST CO	7.79K	Mar 31, 26	-2.91K	0.00%
Foundations Investment Advisors, LLC	7.52K	Mar 31, 26	-21	0.00%
J.W. COLE ADVISORS, INC.	7.45K	Mar 31, 26	-337	0.00%
Dempze Nancy E	7.25K	Mar 31, 26	+7.25K	0.00%
Washington Trust Advisors, Inc.	7.20K	Mar 31, 26	--	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	7.03K	Mar 31, 26	+7.03K	0.00%
B. Riley Wealth Advisors, Inc.	6.91K	Mar 31, 26	+6.91K	0.00%
A. D. Beadell Investment Counsel, Inc.	6.79K	Mar 31, 26	+6.79K	0.00%
Corient IA LLC	6.67K	Mar 31, 26	-830	0.00%
KCM INVESTMENT ADVISORS LLC	6.65K	Mar 31, 26	+6.65K	0.00%
IMC-Chicago, LLC	6.59K	Mar 31, 26	+6.59K	0.00%
Cornerstone Wealth Management, LLC	6.55K	Mar 31, 26	+6.55K	0.00%
Voya Financial Advisors, Inc.	6.48K	Mar 31, 26	+6.48K	0.00%
Chicago Partners Investment Group LLC	6.42K	Mar 31, 26	+6.42K	0.00%
Indiana Trust & Investment Management CO	6.41K	Mar 31, 26	--	0.00%
Lido Advisors, LLC	6.26K	Mar 31, 26	+6.26K	0.00%
CHILTON CAPITAL MANAGEMENT LLC	5.89K	Mar 31, 26	--	0.00%
Clearstead Advisors, LLC	5.73K	Mar 31, 26	+1	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	5.55K	Mar 31, 26	--	0.00%
PEAK6 LLC	5.34K	Mar 31, 26	+5.34K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.27K	Mar 31, 26	+1.43K	0.00%
JONES FINANCIAL COMPANIES LLLP	5.26K	Mar 31, 26	+284	0.00%
BARCLAYS PLC	5.10K	Mar 31, 26	-16.40K	0.00%
Allworth Financial LP	4.90K	Mar 31, 26	-3.75K	0.00%
MONETARY MANAGEMENT GROUP INC	4.00K	Mar 31, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	3.97K	Mar 31, 26	+3.97K	0.00%
NBC SECURITIES, INC.	3.25K	Mar 31, 26	+1.27K	0.00%
JCIC Asset Management Inc.	3.04K	Mar 31, 26	+80	0.00%
Triumph Capital Management	2.12K	Mar 31, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	2.10K	Mar 31, 26	--	0.00%
Avalon Trust Co	2.00K	Mar 31, 26	--	0.00%
Hilltop National Bank	1.83K	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	1.80K	Mar 31, 26	--	0.00%
GAMMA Investing LLC	1.70K	Mar 31, 26	+579	0.00%
CENTRAL TRUST Co	1.70K	Mar 31, 26	+1.70K	0.00%
Russell Investments Group, Ltd.	1.42K	Mar 31, 26	+83	0.00%
Financial Freedom, LLC	1.27K	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1.07K	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	1.06K	Mar 31, 26	--	0.00%
Steward Partners Investment Advisory, LLC	1.02K	Mar 31, 26	-200	0.00%
JNBA Financial Advisors	1.00K	Mar 31, 26	--	0.00%
US BANCORP \DE\	950	Mar 31, 26	--	0.00%
VALLEY NATIONAL ADVISERS INC	940	Mar 31, 26	--	0.00%
Spire Wealth Management	763	Mar 31, 26	+5	0.00%
BRYN MAWR TRUST Co	675	Mar 31, 26	--	0.00%
IFP Advisors, Inc	621	Mar 31, 26	+230	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	600	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	500	Mar 31, 26	--	0.00%
SIGNATUREFD, LLC	457	Mar 31, 26	--	0.00%
RESOURCES MANAGEMENT CORP /CT/ /ADV	450	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	450	Mar 31, 26	+450	0.00%
CALDWELL SUTTER CAPITAL, INC.	318	Mar 31, 26	--	0.00%
Frazier Financial Advisors, LLC	270	Mar 31, 26	--	0.00%
Tidemark, LLC	225	Mar 31, 26	--	0.00%
Scarborough Advisors, LLC	210	Mar 31, 26	--	0.00%
BIRCHBROOK, INC.	200	Mar 31, 26	--	0.00%
SJS Investment Consulting Inc.	200	Mar 31, 26	--	0.00%
Larson Financial Group LLC	200	Mar 31, 26	--	0.00%
Coston, McIsaac & Partners	190	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	185	Mar 31, 26	--	0.00%
KELLEHER FINANCIAL ADVISORS	176	Mar 31, 26	-837	0.00%
Moisand Fitzgerald Tamayo, LLC	174	Mar 31, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	168	Mar 31, 26	--	0.00%
Financial Perspectives, Inc	150	Mar 31, 26	--	0.00%
Capital Analysts, LLC	139	Mar 31, 26	--	0.00%
ASSETMARK, INC	129	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	116	Mar 31, 26	-67.23K	0.00%
Byrne Asset Management LLC	100	Mar 31, 26	--	0.00%
Rialto Wealth Management, LLC	82	Mar 31, 26	--	0.00%
NISA INVESTMENT ADVISORS, LLC	76	Mar 31, 26	-10	0.00%
NVWM, LLC	68	Mar 31, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	64	Mar 31, 26	+64	0.00%
PITTENGER & ANDERSON INC	60	Mar 31, 26	--	0.00%
West Branch Capital LLC	51	Mar 31, 26	--	0.00%
Founders Capital Management	47	Mar 31, 26	--	0.00%
CWM, LLC	45	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	45	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	43	Mar 31, 26	+43	0.00%
AdvisorNet Financial, Inc	41	Mar 31, 26	--	0.00%
FMR LLC	37	Mar 31, 26	--	0.00%
SWAN Capital LLC	30	Mar 31, 26	+30	0.00%
Center for Financial Planning, Inc.	22	Mar 31, 26	--	0.00%
Gen-Wealth Partners Inc	21	Mar 31, 26	--	0.00%
Hanson & Doremus Investment Management	16	Mar 31, 26	+16	0.00%
Cedar Mountain Advisors, LLC	12	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	10	Mar 31, 26	--	0.00%
BlackRock, Inc.	8	Mar 31, 26	-413	0.00%
Bernard Wealth Management Corp.	5	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	3	Mar 31, 26	--	0.00%
TABR Capital Management, LLC	--	Mar 31, 26	-20.18K	--
Arosa Capital Management LP	--	Mar 31, 26	-155.00K	--
Susquehanna Portfolio Strategies, LLC	--	Mar 31, 26	-16.90K	--
Gunderson Capital Management Inc.	--	Mar 31, 26	-55.03K	--
Ovata Capital Management Ltd	--	Mar 31, 26	-180.78K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-5.20K	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-3	--
WealthCollab, LLC	--	Mar 31, 26	-1	--
UMB Bank, n.a.	--	Mar 31, 26	-3.65K	--
CI Private Wealth, LLC	--	Mar 31, 26	-11.84K	--
GROUP ONE TRADING, L.P.	--	Mar 31, 26	-396	--
MIRABELLA FINANCIAL SERVICES LLP	--	Mar 31, 26	-62.60K	--
KESTRA PRIVATE WEALTH SERVICES, LLC	--	Mar 31, 26	-7.93K	--
CAPSTONE INVESTMENT ADVISORS, LLC	--	Mar 31, 26	-7.62K	--
K.J. Harrison & Partners Inc	--	Mar 31, 26	-10.00K	--
CCLA Investment Management	2.20M	Dec 31, 25	-164.16K	0.72%
CIBC Private Wealth Group, LLC	706.12K	Dec 31, 25	-71.19K	0.23%
BANK OF AMERICA CORP /DE/	189.64K	Dec 31, 25	-46.30K	0.06%
Arkadios Wealth Advisors	56.54K	Dec 31, 25	-1.88K	0.02%
Groupe la Francaise	54.30K	Dec 31, 25	--	0.02%
SOA Wealth Advisors, LLC.	28.27K	Dec 31, 25	--	0.01%
Adalta Capital Management LLC	22.45K	Dec 31, 25	--	0.01%
Motiv8 Investments LLC	6.51K	Dec 31, 25	+6.51K	0.00%
Global Retirement Partners, LLC	2.21K	Dec 31, 25	+1.63K	0.00%
NewEdge Advisors, LLC	945	Dec 31, 25	--	0.00%
SageView Advisory Group, LLC	918	Dec 31, 25	+918	0.00%
GPS Wealth Strategies Group, LLC	400	Dec 31, 25	-351	0.00%
Heritage Wealth Advisors	354	Dec 31, 25	--	0.00%
McIlrath & Eck, LLC	98	Dec 31, 25	--	0.00%
Sunbelt Securities, Inc.	--	Dec 31, 25	-1	--
Guardian Partners Inc.	--	Dec 31, 25	-64.26K	--
NewGen Equity Long/Short Fund	239.50K	Sep 30, 25	-2.40K	0.08%
Point72 Europe (London) LLP	96.40K	Sep 30, 25	+96.40K	0.03%
WOLVERINE TRADING, LLC	22.07K	Sep 30, 25	-760	0.01%
Cubist Systematic Strategies, LLC	19.39K	Sep 30, 25	--	0.01%
AllSquare Wealth Management LLC	--	Sep 30, 25	-300	--
Promus Capital, LLC	--	Sep 30, 25	-1.63K	--
AVANTAX ADVISORY SERVICES, INC.	25.93K	Jun 30, 25	+553	0.01%
LAKE STREET ADVISORS GROUP, LLC	1.35M	Dec 31, 24	-58.12K	0.44%
DORCHESTER WEALTH MANAGEMENT Co	26.95K	Dec 31, 24	-150	0.01%
GUARDIAN CAPITAL ADVISORS LP	65.55K	Sep 30, 24	+370	0.02%
Raymond James Financial Services Advisors, Inc.	48.63K	Sep 30, 24	+261	0.02%
RAYMOND JAMES & ASSOCIATES	41.22K	Sep 30, 24	-267	0.01%
Carmichael Hill & Associates, Inc.	700	Sep 30, 24	--	0.00%
M&R CAPITAL MANAGEMENT INC	70	Sep 30, 24	+70	0.00%
PEAK6 Investments LLC	--	Sep 30, 24	-10.50K	--
KARPAS STRATEGIES, LLC	216.76K	Jun 30, 24	-2.30K	0.07%
BUCKINGHAM STRATEGIC WEALTH, LLC	10.61K	Jun 30, 24	-2.00K	0.00%
BlackRock Inc.	19	Jun 30, 24	+19	0.00%
ICA Group Wealth Management, LLC	15	Jun 30, 24	--	0.00%
Credential Qtrade Securities Inc.	40.36K	Mar 31, 24	+1.47K	0.01%
Cetera Advisor Networks LLC	30.04K	Mar 31, 24	+547	0.01%
Cetera Advisors LLC	10.46K	Mar 31, 24	+10.46K	0.00%
CAMBRIDGE TRUST CO	402	Mar 31, 24	--	0.00%
Baystate Wealth Management LLC	1.00K	Dec 31, 23	+1.00K	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	37.74K	Sep 30, 23	-3.27K	0.01%
Community Capital Management, LLC	20.00K	Sep 30, 23	--	0.01%
PATHSTONE FAMILY OFFICE, LLC	12.96K	Sep 30, 23	+12.96K	0.00%
Veritable, L.P.	12.76K	Jun 30, 23	--	0.00%
TIAA, FSB	8.86K	Jun 30, 23	--	0.00%
OTA Financial Group L.P.	--	Jun 30, 23	-18.09K	--
Baldrige Asset Management LLC	10.18K	Mar 31, 23	-940	0.00%
Align Wealth Management, LLC	1.65K	Dec 31, 22	+1.65K	0.00%
AGF INVESTMENTS INC.	263.49K	Sep 30, 22	+22.01K	0.09%
AGF Investments America Inc.	193.44K	Sep 30, 22	--	0.06%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	62.91K	Sep 30, 22	+62.91K	0.02%
EATON VANCE MANAGEMENT	38.07K	Sep 30, 22	+105	0.01%
BLUESTEIN R H & CO LLC	7.50K	Sep 30, 22	--	0.00%
American Portfolios Advisors	543	Sep 30, 22	--	0.00%
Surevest, LLC	63	Sep 30, 22	--	0.00%
CADENCE BANK NA	--	Sep 30, 22	-6.87K	--
Minot Wealth Management LLC	99.40K	Jun 30, 22	-700	0.03%
B. Riley Wealth Management, Inc.	5.83K	Jun 30, 22	+5.83K	0.00%
EXANE DERIVATIVES	3.48K	Jun 30, 22	-30.49K	0.00%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	800	Jun 30, 22	--	0.00%
Azimuth Capital Management LLC	11.72K	Mar 31, 22	--	0.00%
Livingston Group Asset Management CO (operating as Southport Capital Management)	6.27K	Mar 31, 22	-635	0.00%
KINGS POINT CAPITAL MANAGEMENT	3.75K	Mar 31, 22	--	0.00%
Lenox Wealth Advisors, LLC	1.60K	Mar 31, 22	--	0.00%
NEXT Financial Group, Inc	4.35K	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	337	Dec 31, 21	--	0.00%
REILLY FINANCIAL ADVISORS, LLC	61	Dec 31, 21	--	0.00%
Sonora Investment Management, LLC	450	Sep 30, 21	--	0.00%
Marshall Wace North America L.P.	--	Sep 30, 21	-28.88K	--
Ecofin Advisors Ltd	280.13K	Dec 31, 20	+54.20K	0.09%
Argent Wealth Management LLC	8.12K	Jun 30, 20	+8.12K	0.00%
Squar Milner Financial Services LLC	225	Mar 31, 20	+225	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	78.36K	Dec 31, 19	-77	0.03%
Highstreet Asset Management Inc.	12.71K	Dec 31, 19	+5.76K	0.00%
Advisor Group, Inc.	10.31K	Dec 31, 19	+662	0.00%
Signition LP	8.80K	Dec 31, 19	-12.60K	0.00%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	300	Sep 30, 19	--	0.00%
NEXT Financial Holdings	3.95K	Mar 31, 19	+3.95K	0.00%
Catamount Wealth Management	1.10K	Mar 31, 19	--	0.00%
GREYSTONE INVESTMENT MANAGEMENT LLC	--	Dec 31, 18	-42.32K	--
Global X Management CO LLC	309.03K	Jun 30, 18	-10.70K	0.10%
CATAWBA CAPITAL MANAGEMENT /VA	10.57K	Jun 30, 18	--	0.00%
Credential Securities Inc.	1.85K	Jun 30, 18	-231	0.00%
Edge Advisors, LLC	1.20K	Jun 30, 18	--	0.00%
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/	677	Mar 31, 18	+677	0.00%
ROCKEFELLER FINANCIAL SERVICES INC	--	Dec 31, 17	--	--
Friedberg Investment Management	--	Sep 30, 17	-12.20K	--
Commonwealth Equity Services, Inc	11.14K	Jun 30, 17	-1.89K	0.00%
WFG Advisors, LP	225	Jun 30, 17	+225	0.00%
MSI Financial Services Inc	554	Dec 31, 16	--	0.00%
Emerald Acquisition Ltd.	203.72K	Sep 30, 16	-20.78K	0.07%
Counsel Portfolio Services Inc.	8.00K	Jun 30, 16	+8.00K	0.00%
ACUITY INVESTMENT MANAGEMENT INC	8.00K	Mar 31, 15	--	0.00%
UBS AG	99.91K	Sep 30, 14	-214.69K	0.03%
SEI TRUST CO	2.94K	Sep 30, 14	-1.50K	0.00%
KMS FINANCIAL SERVICES, INC	47.05K	Jun 30, 14	-93.59K	0.02%
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD	2.66M	Dec 31, 13	-348.75K	0.87%
Jane Street Holding, LLC	8.70K	Dec 31, 13	+8.70K	0.00%

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Holder

Date

Change

% Held

BROOKFIELD Corp /ON/

81.31M

Mar 31, 26

26.57%

ROYAL BANK OF CANADA

17.59M

Mar 31, 26

-148.52K

5.75%

PRINCIPAL FINANCIAL GROUP INC

8.77M

Mar 31, 26

-1.54M

2.87%

BANK OF MONTREAL /CAN/

8.72M

Mar 31, 26

+325.88K

2.85%

FIL Ltd

8.12M

Mar 31, 26

-857.28K

2.65%

MORGAN STANLEY

4.60M

Mar 31, 26

+567.65K

1.50%

Connor, Clark & Lunn Investment Management Ltd.

4.29M

Mar 31, 26

+1.55M

1.40%

STATE OF WISCONSIN INVESTMENT BOARD

4.22M

Mar 31, 26

-646.80K

1.38%

CIBC Asset Management Inc

3.89M

Mar 31, 26

-673.07K

1.27%

TD ASSET MANAGEMENT INC

2.90M

Mar 31, 26

+206.42K

0.95%

SCOTIA CAPITAL INC.

2.88M

Mar 31, 26

+48.97K

0.94%

NATIONAL BANK OF CANADA /FI/

2.75M

Mar 31, 26

-135.39K

0.90%

CIBC WORLD MARKET INC.

2.72M

Mar 31, 26

-265.81K

0.89%

AMERIPRISE FINANCIAL INC

1.89M

Mar 31, 26

+41.81K

0.62%

PICTON MAHONEY ASSET MANAGEMENT

1.88M

Mar 31, 26

+199.50K

0.61%

TORONTO DOMINION BANK

1.41M

Mar 31, 26

-536.66K

0.46%

JPMORGAN CHASE & CO

1.39M

Mar 31, 26

+1.15M

0.46%

BANK OF NOVA SCOTIA

1.15M

Mar 31, 26

+114.13K

0.38%

AGF MANAGEMENT LTD

1.08M

Mar 31, 26

+143.46K

0.35%

Invesco Ltd.

1.07M

Mar 31, 26

-337.91K

0.35%

TD Waterhouse Canada Inc.

1.05M

Mar 31, 26

+219.03K

0.34%

GOLDMAN SACHS GROUP INC

1.04M

Mar 31, 26

-152.42K

0.34%

Liontrust Investment Partners LLP

786.25K

Mar 31, 26

0.26%

INTACT INVESTMENT MANAGEMENT INC.

783.15K

Mar 31, 26

-373.44K

0.26%

BOWEN HANES & CO INC

780.71K

Mar 31, 26

0.26%

CITIGROUP INC

778.14K

Mar 31, 26

-3.29K

0.25%

Clearbridge Investments, LLC

699.26K

Mar 31, 26

-6.98K

0.23%

Federation des caisses Desjardins du Quebec

646.85K

Mar 31, 26

-88.27K

0.21%

FIRST TRUST ADVISORS LP

646.52K

Mar 31, 26

-49.73K

0.21%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

602.42K

Mar 31, 26

-513.33K

0.20%

LINCLUDEN MANAGEMENT LTD

572.39K

Mar 31, 26

-2.89K

0.19%

Rockefeller Capital Management L.P.

510.44K

Mar 31, 26

-717

0.17%

Waratah Capital Advisors Ltd.

488.00K

Mar 31, 26

+488.00K

0.16%

COMMERCE BANK

468.57K

Mar 31, 26

0.15%

Point72 Asset Management, L.P.

454.65K

Mar 31, 26

-347.46K

0.15%

UBS Group AG

445.56K

Mar 31, 26

+301.12K

0.15%

Alberta Investment Management Corp

445.25K

Mar 31, 26

+135.15K

0.15%

BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp

441.17K

Mar 31, 26

+319.34K

0.14%

Advisors Capital Management, LLC

411.82K

Mar 31, 26

+1.89K

0.13%

Beutel, Goodman & Co Ltd.

344.30K

Mar 31, 26

-5.11K

0.11%

DAVENPORT & Co LLC

343.55K

Mar 31, 26

-250

0.11%

EAGLE GLOBAL ADVISORS LLC

290.40K

Mar 31, 26

+290.40K

0.09%

Rempart Asset Management Inc.

270.51K

Mar 31, 26

-6.25K

0.09%

FIRST MANHATTAN CO. LLC.

255.16K

Mar 31, 26

-25.27K

0.08%

NewGen Asset Management Ltd

239.50K

Mar 31, 26

0.08%

Northwest & Ethical Investments L.P.

235.44K

Mar 31, 26

+10.60K

0.08%

SIG North Trading, ULC

218.65K

Mar 31, 26

-37.78K

0.07%

Foresight Group Ltd Liability Partnership

213.21K

Mar 31, 26

+213.21K

0.07%

Sequoia Financial Advisors, LLC

198.55K

Mar 31, 26

-2.69K

0.06%

Worm Capital, LLC

172.17K

Mar 31, 26

+172.17K

0.06%

PCJ Investment Counsel Ltd.

170.58K

Mar 31, 26

+170.58K

0.06%

WHITEBOX ADVISORS LLC

170.00K

Mar 31, 26

0.06%

CREDIT INDUSTRIEL ET COMMERCIAL

165.53K

Mar 31, 26

-250.56K

0.05%

Northern Right Capital Management, L.P.

159.44K

Mar 31, 26

-2.96K

0.05%

RAYMOND JAMES FINANCIAL INC

139.70K

Mar 31, 26

+14.28K

0.05%

DAVIS-REA LTD.

138.82K

Mar 31, 26

-3.77K

0.05%

WALNUT PRIVATE EQUITY PARTNERS, LLC

131.80K

Mar 31, 26

0.04%

K2 PRINCIPAL FUND, L.P.

125.80K

Mar 31, 26

-4.10K

0.04%

JANE STREET GROUP, LLC

121.58K

Mar 31, 26

+29.44K

0.04%

Tacita Capital Inc

113.88K

Mar 31, 26

-5.22K

0.04%

Gold Investment Management Ltd.

104.79K

Mar 31, 26

+2.84K

0.03%

EPIQ PARTNERS, LLC

92.46K

Mar 31, 26

-2.75K

0.03%

1832 Asset Management L.P.

88.63K

Mar 31, 26

-5.12K

0.03%

Cetera Investment Advisers

79.96K

Mar 31, 26

-2.83K

0.03%

BROWN ADVISORY INC

79.91K

Mar 31, 26

+7.43K

0.03%

MAI Capital Management

78.11K

Mar 31, 26

+8.20K

0.03%

Edgemoor Investment Advisors, Inc.

77.11K

Mar 31, 26

+18.37K

0.03%

NINE MASTS CAPITAL Ltd

72.92K

Mar 31, 26

+72.92K

0.02%

SCS Capital Management LLC

72.75K

Mar 31, 26

+1.02K

0.02%

Fort Sheridan Advisors LLC

68.43K

Mar 31, 26

0.02%

MACKENZIE FINANCIAL CORP

67.76K

Mar 31, 26

+19.40K

0.02%

WELLS FARGO & COMPANY/MN

65.93K

Mar 31, 26

+1.64K

0.02%

SFE Investment Counsel

65.84K

Mar 31, 26

-200

0.02%

Sanctuary Advisors, LLC

65.22K

Mar 31, 26

+1.49K

0.02%

LPL Financial LLC

63.27K

Mar 31, 26

+459

0.02%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

60.19K

Mar 31, 26

+14.79K

0.02%

NEXPOINT ASSET MANAGEMENT, L.P.

57.51K

Mar 31, 26

0.02%

CITADEL ADVISORS LLC

53.85K

Mar 31, 26

-377.04K

0.02%

PFG Investments, LLC

52.63K

Mar 31, 26

-93

0.02%

Texas Yale Capital Corp.

49.35K

Mar 31, 26

0.02%

XTX Topco Ltd

49.10K

Mar 31, 26

+9.32K

0.02%

NORTHERN TRUST CORP

48.23K

Mar 31, 26

+1.90K

0.02%

Neuberger Berman Group LLC

47.88K

Mar 31, 26

-23.21K

0.02%

EXCHANGE TRADED CONCEPTS, LLC

42.85K

Mar 31, 26

+42.85K

0.01%

HighTower Advisors, LLC

41.89K

Mar 31, 26

+317

0.01%

Cambridge Investment Research Advisors, Inc.

39.05K

Mar 31, 26

+4.29K

0.01%

Oak Grove Capital LLC

38.50K

Mar 31, 26

+38.50K

0.01%

HB Wealth Management, LLC

37.98K

Mar 31, 26

0.01%

STIFEL FINANCIAL CORP

35.91K

Mar 31, 26

-300

0.01%

NATURAL INVESTMENTS, LLC

34.78K

Mar 31, 26

-993

0.01%

U.S. Capital Wealth Advisors, LLC

34.57K

Mar 31, 26

+4.97K

0.01%

Investment Management Corp of Ontario

32.65K

Mar 31, 26

+4.50K

0.01%

PenderFund Capital Management Ltd.

30.00K

Mar 31, 26

0.01%

EVERETT HARRIS & CO /CA/

30.00K

Mar 31, 26

0.01%

Evelyn Partners Investment Management LLP

29.90K

Mar 31, 26

0.01%

HRT FINANCIAL LP

29.49K

Mar 31, 26

-17.61K

0.01%

ADVISOR GROUP HOLDINGS, INC.

27.49K

Mar 31, 26

-343

0.01%

Cardinal Point Capital Management, ULC

27.07K

Mar 31, 26

+1.50K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

26.39K

Mar 31, 26

+26.39K

0.01%

Diversify Advisory Services, LLC

26.32K

Mar 31, 26

-729

0.01%

COMMONWEALTH EQUITY SERVICES, LLC

25.31K

Mar 31, 26

-411

0.01%

Walter Public Investments Inc.

23.00K

Mar 31, 26

+2.00K

0.01%

CAPTRUST FINANCIAL ADVISORS

22.97K

Mar 31, 26

-210

0.01%

VAN ECK ASSOCIATES CORP

22.55K

Mar 31, 26

+363

0.01%

Sage Investment Counsel LLC

21.93K

Mar 31, 26

0.01%

Baldwin Investment Management, LLC

21.46K

Mar 31, 26

0.01%

Pathstone Holdings, LLC

21.12K

Mar 31, 26

0.01%

Silver Lake Advisory, LLC

20.18K

Mar 31, 26

0.01%

Abel Hall, LLC

20.00K

Mar 31, 26

0.01%

Tower Research Capital LLC (TRC)

18.63K

Mar 31, 26

+10.84K

0.01%

BLAIR WILLIAM & CO/IL

17.96K

Mar 31, 26

-692

0.01%

NATIXIS

17.80K

Mar 31, 26

-310

0.01%

Mariner, LLC

17.44K

Mar 31, 26

+1.04K

0.01%

Private Advisor Group, LLC

17.38K

Mar 31, 26

-304

0.01%

Apollon Wealth Management, LLC

17.27K

Mar 31, 26

+209

0.01%

PUBLIC SECTOR PENSION INVESTMENT BOARD

14.13K

Mar 31, 26

+796

0.00%

Tyche Wealth Partners LLC

13.45K

Mar 31, 26

0.00%

WealthTrust Axiom LLC

13.43K

Mar 31, 26

0.00%

INSIGNEO ADVISORY SERVICES, LLC

12.78K

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

12.68K

Mar 31, 26

-158

0.00%

BEACON INVESTMENT ADVISORS LLC

12.16K

Mar 31, 26

+102

0.00%

Pacifica Partners Inc.

12.10K

Mar 31, 26

0.00%

SeaCrest Wealth Management, LLC

11.62K

Mar 31, 26

-1.90K

0.00%

GUARDIAN CAPITAL LP

11.57K

Mar 31, 26

0.00%

Burford Brothers, Inc.

11.47K

Mar 31, 26

0.00%

Stratos Wealth Partners, LTD.

10.91K

Mar 31, 26

-135

0.00%

Fiera Capital Corp

10.65K

Mar 31, 26

-6.19K

0.00%

Waterfront Wealth Inc.

10.64K

Mar 31, 26

0.00%

Aviso Financial Inc.

10.37K

Mar 31, 26

+1.74K

0.00%

American Trust Investment Advisors, LLC

10.22K

Mar 31, 26

0.00%

Cresset Asset Management, LLC

10.03K

Mar 31, 26

+600

0.00%

S&CO INC

10.00K

Mar 31, 26

0.00%

Sowell Financial Services LLC

9.60K

Mar 31, 26

0.00%

ZEVIN ASSET MANAGEMENT LLC

9.48K

Mar 31, 26

0.00%

GEODE CAPITAL MANAGEMENT, LLC

9.45K

Mar 31, 26

-581

0.00%

Advisory Services Network, LLC

9.40K

Mar 31, 26

+100

0.00%

SALEM INVESTMENT COUNSELORS INC

9.26K

Mar 31, 26

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

9.12K

Mar 31, 26

-271

0.00%

Clearstead Trust, LLC

8.87K

Mar 31, 26

0.00%

Spears Abacus Advisors LLC

8.81K

Mar 31, 26

+8.81K

0.00%

ASPIRIANT, LLC

8.56K

Mar 31, 26

0.00%

MIROVA

8.50K

Mar 31, 26

+8.50K

0.00%

ENVESTNET ASSET MANAGEMENT INC

8.48K

Mar 31, 26

+8.48K

0.00%

Kestra Advisory Services, LLC

8.47K

Mar 31, 26

+146

0.00%

BESSEMER GROUP INC

8.41K

Mar 31, 26

-381

0.00%

Warren Street Wealth Advisors, LLC

8.36K

Mar 31, 26

0.00%

Scissortail Wealth Management, LLC

8.00K

Mar 31, 26

+8.00K

0.00%

FRANKLIN RESOURCES INC

7.92K

Mar 31, 26

0.00%

BANK OF NOVA SCOTIA TRUST CO

7.79K

Mar 31, 26

-2.91K

0.00%

Foundations Investment Advisors, LLC

7.52K

Mar 31, 26

-21

0.00%

J.W. COLE ADVISORS, INC.

7.45K

Mar 31, 26

-337

0.00%

Dempze Nancy E

7.25K

Mar 31, 26

+7.25K

0.00%

Washington Trust Advisors, Inc.

7.20K

Mar 31, 26

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

7.03K

Mar 31, 26

+7.03K

0.00%

B. Riley Wealth Advisors, Inc.

6.91K

Mar 31, 26

+6.91K

0.00%

A. D. Beadell Investment Counsel, Inc.

6.79K

Mar 31, 26

+6.79K

0.00%

Corient IA LLC

6.67K

Mar 31, 26

-830

0.00%

KCM INVESTMENT ADVISORS LLC

6.65K

Mar 31, 26

+6.65K

0.00%

IMC-Chicago, LLC

6.59K

Mar 31, 26

+6.59K

0.00%

Cornerstone Wealth Management, LLC

6.55K

Mar 31, 26

+6.55K

0.00%

Voya Financial Advisors, Inc.

6.48K

Mar 31, 26

+6.48K

0.00%

Chicago Partners Investment Group LLC

6.42K

Mar 31, 26

+6.42K

0.00%

Indiana Trust & Investment Management CO

6.41K

Mar 31, 26

0.00%

Lido Advisors, LLC

6.26K

Mar 31, 26

+6.26K

0.00%

CHILTON CAPITAL MANAGEMENT LLC

5.89K

Mar 31, 26

0.00%

Clearstead Advisors, LLC

5.73K

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

5.55K

Mar 31, 26

0.00%

PEAK6 LLC

5.34K

Mar 31, 26

+5.34K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

5.27K

Mar 31, 26

+1.43K

0.00%

JONES FINANCIAL COMPANIES LLLP

5.26K

Mar 31, 26

+284

0.00%

BARCLAYS PLC

5.10K

Mar 31, 26

-16.40K

0.00%

Allworth Financial LP

4.90K

Mar 31, 26

-3.75K

0.00%

MONETARY MANAGEMENT GROUP INC

4.00K

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

3.97K

Mar 31, 26

+3.97K

0.00%

NBC SECURITIES, INC.

3.25K

Mar 31, 26

+1.27K

0.00%

JCIC Asset Management Inc.

3.04K

Mar 31, 26

+80

0.00%

Triumph Capital Management

2.12K

Mar 31, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

2.10K

Mar 31, 26

0.00%

Avalon Trust Co

2.00K

Mar 31, 26

0.00%

Hilltop National Bank

1.83K

Mar 31, 26

0.00%

Root Financial Partners, LLC

1.80K

Mar 31, 26

0.00%

GAMMA Investing LLC

1.70K

Mar 31, 26

+579

0.00%

CENTRAL TRUST Co

1.70K

Mar 31, 26

+1.70K

0.00%

Russell Investments Group, Ltd.

1.42K

Mar 31, 26

+83

0.00%

Financial Freedom, LLC

1.27K

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

1.07K

Mar 31, 26

0.00%

Millstone Evans Group, LLC

1.06K

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

1.02K

Mar 31, 26

-200

0.00%

JNBA Financial Advisors

1.00K

Mar 31, 26

0.00%

US BANCORP \DE\

950

Mar 31, 26

0.00%

VALLEY NATIONAL ADVISERS INC

940

Mar 31, 26

0.00%

Spire Wealth Management

763

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

675

Mar 31, 26

0.00%

IFP Advisors, Inc

621

Mar 31, 26

+230

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

600

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

500

Mar 31, 26

0.00%

SIGNATUREFD, LLC

457

Mar 31, 26

0.00%

RESOURCES MANAGEMENT CORP /CT/ /ADV

450

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

450

Mar 31, 26

+450

0.00%

CALDWELL SUTTER CAPITAL, INC.

318

Mar 31, 26

0.00%

Frazier Financial Advisors, LLC

270

Mar 31, 26

0.00%

Tidemark, LLC

225

Mar 31, 26

0.00%

Scarborough Advisors, LLC

210

Mar 31, 26

0.00%

BIRCHBROOK, INC.

200

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

200

Mar 31, 26

0.00%

Larson Financial Group LLC

200

Mar 31, 26

0.00%

Coston, McIsaac & Partners

190

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

185

Mar 31, 26

0.00%

KELLEHER FINANCIAL ADVISORS

176

Mar 31, 26

-837

0.00%

Moisand Fitzgerald Tamayo, LLC

174

Mar 31, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

168

Mar 31, 26

0.00%

Financial Perspectives, Inc

150

Mar 31, 26

0.00%

Capital Analysts, LLC

139

Mar 31, 26

0.00%

ASSETMARK, INC

129

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

116

Mar 31, 26

-67.23K

0.00%

Byrne Asset Management LLC

100

Mar 31, 26

0.00%

Rialto Wealth Management, LLC

Mar 31, 26

0.00%

NISA INVESTMENT ADVISORS, LLC

Mar 31, 26

-10

0.00%

NVWM, LLC

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

Mar 31, 26

+64

0.00%

PITTENGER & ANDERSON INC

Mar 31, 26

0.00%

West Branch Capital LLC

Mar 31, 26

0.00%

Founders Capital Management

Mar 31, 26

0.00%

CWM, LLC

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

Mar 31, 26

+43

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

0.00%

FMR LLC

Mar 31, 26

0.00%

SWAN Capital LLC

Mar 31, 26

+30

0.00%

Center for Financial Planning, Inc.

Mar 31, 26

0.00%

Gen-Wealth Partners Inc

Mar 31, 26

0.00%

Hanson & Doremus Investment Management

Mar 31, 26

+16

0.00%

Cedar Mountain Advisors, LLC

Mar 31, 26

0.00%

Parallel Advisors, LLC

Mar 31, 26

0.00%

BlackRock, Inc.

Mar 31, 26

-413

0.00%

Bernard Wealth Management Corp.

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

Mar 31, 26

0.00%

TABR Capital Management, LLC

Mar 31, 26

-20.18K

Arosa Capital Management LP

Mar 31, 26

-155.00K

Susquehanna Portfolio Strategies, LLC

Mar 31, 26

-16.90K

Gunderson Capital Management Inc.

Mar 31, 26

-55.03K

Ovata Capital Management Ltd

Mar 31, 26

-180.78K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-5.20K

Laurel Wealth Advisors LLC

Mar 31, 26

-3

WealthCollab, LLC

Mar 31, 26

-1

UMB Bank, n.a.

Mar 31, 26

-3.65K

CI Private Wealth, LLC

Mar 31, 26

-11.84K

GROUP ONE TRADING, L.P.

Mar 31, 26

-396

MIRABELLA FINANCIAL SERVICES LLP

Mar 31, 26

-62.60K

KESTRA PRIVATE WEALTH SERVICES, LLC

Mar 31, 26

-7.93K

CAPSTONE INVESTMENT ADVISORS, LLC

Mar 31, 26

-7.62K

K.J. Harrison & Partners Inc

Mar 31, 26

-10.00K

CCLA Investment Management

2.20M

Dec 31, 25

-164.16K

0.72%

CIBC Private Wealth Group, LLC

706.12K

Dec 31, 25

-71.19K

0.23%

BANK OF AMERICA CORP /DE/

189.64K

Dec 31, 25

-46.30K

0.06%

Arkadios Wealth Advisors

56.54K

Dec 31, 25

-1.88K

0.02%

Groupe la Francaise

54.30K

Dec 31, 25

0.02%

SOA Wealth Advisors, LLC.

28.27K

Dec 31, 25

0.01%

Adalta Capital Management LLC

22.45K

Dec 31, 25

0.01%

Motiv8 Investments LLC

6.51K

Dec 31, 25

+6.51K

0.00%

Global Retirement Partners, LLC

2.21K

Dec 31, 25

+1.63K

0.00%

NewEdge Advisors, LLC

945

Dec 31, 25

0.00%

SageView Advisory Group, LLC

918

Dec 31, 25

+918

0.00%

GPS Wealth Strategies Group, LLC

400

Dec 31, 25

-351

0.00%

Heritage Wealth Advisors

354

Dec 31, 25

0.00%

McIlrath & Eck, LLC

Dec 31, 25

0.00%

Sunbelt Securities, Inc.

Dec 31, 25

-1

Guardian Partners Inc.

Dec 31, 25

-64.26K

NewGen Equity Long/Short Fund

239.50K

Sep 30, 25

-2.40K

0.08%

Point72 Europe (London) LLP

96.40K

Sep 30, 25

+96.40K

0.03%

WOLVERINE TRADING, LLC

22.07K

Sep 30, 25

-760

0.01%

Cubist Systematic Strategies, LLC

19.39K

Sep 30, 25

0.01%

AllSquare Wealth Management LLC

Sep 30, 25

-300

Promus Capital, LLC

Sep 30, 25

-1.63K

AVANTAX ADVISORY SERVICES, INC.

25.93K

Jun 30, 25

+553

0.01%

LAKE STREET ADVISORS GROUP, LLC

1.35M

Dec 31, 24

-58.12K

0.44%

DORCHESTER WEALTH MANAGEMENT Co

26.95K

Dec 31, 24

-150

0.01%

GUARDIAN CAPITAL ADVISORS LP

65.55K

Sep 30, 24

+370

0.02%

Raymond James Financial Services Advisors, Inc.

48.63K

Sep 30, 24

+261

0.02%

RAYMOND JAMES & ASSOCIATES

41.22K

Sep 30, 24

-267

0.01%

Carmichael Hill & Associates, Inc.

700

Sep 30, 24

0.00%

M&R CAPITAL MANAGEMENT INC

Sep 30, 24

+70

0.00%

PEAK6 Investments LLC

Sep 30, 24

-10.50K

KARPAS STRATEGIES, LLC

216.76K

Jun 30, 24

-2.30K

0.07%

BUCKINGHAM STRATEGIC WEALTH, LLC

10.61K

Jun 30, 24

-2.00K

0.00%

BlackRock Inc.

Jun 30, 24

+19

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

0.00%

Credential Qtrade Securities Inc.

40.36K

Mar 31, 24

+1.47K

0.01%

Cetera Advisor Networks LLC

30.04K

Mar 31, 24

+547

0.01%

Cetera Advisors LLC

10.46K

Mar 31, 24

+10.46K

0.00%

CAMBRIDGE TRUST CO

402

Mar 31, 24

0.00%

Baystate Wealth Management LLC

1.00K

Dec 31, 23

+1.00K

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

37.74K

Sep 30, 23

-3.27K

0.01%

Community Capital Management, LLC

20.00K

Sep 30, 23

0.01%

PATHSTONE FAMILY OFFICE, LLC

12.96K

Sep 30, 23

+12.96K

0.00%

Veritable, L.P.

12.76K

Jun 30, 23

0.00%

TIAA, FSB

8.86K

Jun 30, 23

0.00%

OTA Financial Group L.P.

Jun 30, 23

-18.09K

Baldrige Asset Management LLC

10.18K

Mar 31, 23

-940

0.00%

Align Wealth Management, LLC

1.65K

Dec 31, 22

+1.65K

0.00%

AGF INVESTMENTS INC.

263.49K

Sep 30, 22

+22.01K

0.09%

AGF Investments America Inc.

193.44K

Sep 30, 22

0.06%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

62.91K

Sep 30, 22

+62.91K

0.02%

EATON VANCE MANAGEMENT

38.07K

Sep 30, 22

+105

0.01%

BLUESTEIN R H & CO LLC

7.50K

Sep 30, 22

0.00%

American Portfolios Advisors

543

Sep 30, 22

0.00%

Surevest, LLC

Sep 30, 22

0.00%

CADENCE BANK NA

Sep 30, 22

-6.87K

Minot Wealth Management LLC

99.40K

Jun 30, 22

-700

0.03%

B. Riley Wealth Management, Inc.

5.83K

Jun 30, 22

+5.83K

0.00%

EXANE DERIVATIVES

3.48K

Jun 30, 22

-30.49K

0.00%

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

800

Jun 30, 22

0.00%

Azimuth Capital Management LLC

11.72K

Mar 31, 22

0.00%

Livingston Group Asset Management CO (operating as Southport Capital Management)

6.27K

Mar 31, 22

-635

0.00%

KINGS POINT CAPITAL MANAGEMENT

3.75K

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

1.60K

Mar 31, 22

0.00%

NEXT Financial Group, Inc

4.35K

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

337

Dec 31, 21

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

0.00%

Sonora Investment Management, LLC

450

Sep 30, 21

0.00%

Marshall Wace North America L.P.

Sep 30, 21

-28.88K

Ecofin Advisors Ltd

280.13K

Dec 31, 20

+54.20K

0.09%

Argent Wealth Management LLC

8.12K

Jun 30, 20

+8.12K

0.00%

Squar Milner Financial Services LLC

225

Mar 31, 20

+225

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

78.36K

Dec 31, 19

-77

0.03%

Highstreet Asset Management Inc.

12.71K

Dec 31, 19

+5.76K

0.00%

Advisor Group, Inc.

10.31K

Dec 31, 19

+662

0.00%

Signition LP

8.80K

Dec 31, 19

-12.60K

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

300

Sep 30, 19

0.00%

NEXT Financial Holdings

3.95K

Mar 31, 19

+3.95K

0.00%

Catamount Wealth Management

1.10K

Mar 31, 19

0.00%

GREYSTONE INVESTMENT MANAGEMENT LLC

Dec 31, 18

-42.32K

Global X Management CO LLC

309.03K

Jun 30, 18

-10.70K

0.10%

CATAWBA CAPITAL MANAGEMENT /VA

10.57K

Jun 30, 18

0.00%

Credential Securities Inc.

1.85K

Jun 30, 18

-231

0.00%

Edge Advisors, LLC

1.20K

Jun 30, 18

0.00%

MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/

677

Mar 31, 18

+677

0.00%

ROCKEFELLER FINANCIAL SERVICES INC

Dec 31, 17

Friedberg Investment Management

Sep 30, 17

-12.20K

Commonwealth Equity Services, Inc

11.14K

Jun 30, 17

-1.89K

0.00%

WFG Advisors, LP

225

Jun 30, 17

+225

0.00%

MSI Financial Services Inc

554

Dec 31, 16

0.00%

Emerald Acquisition Ltd.

203.72K

Sep 30, 16

-20.78K

0.07%

Counsel Portfolio Services Inc.

8.00K

Jun 30, 16

+8.00K

0.00%

ACUITY INVESTMENT MANAGEMENT INC

8.00K

Mar 31, 15

0.00%

UBS AG

99.91K

Sep 30, 14

-214.69K

0.03%

SEI TRUST CO

2.94K

Sep 30, 14

-1.50K

0.00%

KMS FINANCIAL SERVICES, INC

47.05K

Jun 30, 14

-93.59K

0.02%

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

2.66M

Dec 31, 13

-348.75K

0.87%

Jane Street Holding, LLC

8.70K

Dec 31, 13

+8.70K

0.00%